ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet the Team

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2020 Five Star Wealth Manager Award Winner

Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

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Helpful Content

<p>Orchestrating Your Retirement Accounts</p>

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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<p>Lifetime of Earnings</p>

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Midyear Outlook 2020

Midyear Outlook 2020

The Trail Ahead

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Key Financial Data 2020

Key Financial Data 2020

Financial Data review of 2020

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LPL At A Glance

LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.